We firmly believe in a friendly and informal approach to Financial Planning yet deliver a professional service and always put your needs at the heart of everything we do. At Bloomer Wealth Management, we offer advice to Individuals, Charities, Trustees and Businesses and our advice is specifically designed around your individual circumstances.
We are also able to assist businesses in the increasingly complex area of corporate financial planning: from Retirement Planning through to the loss of a key Director in addition to Directors Exit Strategy Solutions*.
*This may include the referral to a service that is separate and distinct to those offered by St. James's Place.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.